Lone wolf investor

  I sold my situational position in IREIT. The signing up of new tenants for Berlin campus has been delayed till 2Q26. I am unwilling to hold the position for an extended period of time. By the way, who announced results at 11.55pm? The investor relation department is very “hardworking”, working till midnight to have the press release ready. The weak results was within my expectation due to unoccupied space at Berlin Campus. LWF had a 1.6% loss on the position plus a free play. Maybe I will try again nearer Q2? Just maybe 🤔 . Capital will be redeployed. More details at the end of month portfolio update. God Bless 🙏. Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of ...

  (Source: MAS) Demand for March SSBs were a little lower than last month with only less than half found buyers. Out of $193m applied, only $173.2m found buyers. Next month SSBs is likely to come with a lower yield due to falling yield in 10 year SGS. God Bless  🙏 Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on...

  I eliminated my position in Genting SP today. Loss on the position amounted to less than 1%. I sold the share due to their poor results and the lack of capital distribution by the company. It has also hit my max loss allowance on the trade given I had risk more than 10% in gains for more upside. The 4q looks like a kitchen sinking quarter. More clarity will be needed in the upcoming 1Q26 update. I wouldn’t rule out getting back the share if their operation improved. More details at the end of month portfolio update. God bless. 🙏 Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get ...

  Link to results Genting reported a net profit of $390m which was 33% lower vs FY24 due to poor win rates and assets write off. The company maintains a final dividend of 2c for the year and a total of 4c for the whole year. It is a disappointing result. More details at the end of month portfolio updates. God Bless.  Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published ...

  (The seventh day of the CNY is also the birthday of all humanity) Market Summary 16-22 Feb 2026 *USA* ± US Supreme Court overturns Trump’s tariffs -Trump boosts new tariff rate to 15% a day after announcing 10%, after court ruling     + Trump to travel to China from Mar 31 to Apr 2: WH -Fed Reserve officials discussed interest rate hike scenarios at their last meeting ± US GDP expanded 2.2% in 2025, vs 2.8% in 2024, weakest annual growth since the pandemic in 2020  ± US GDP growth 1.4% YoY in Q4, the least since Q1 2025, badly missing estimate; inflation firms at 3%  ± US 1-year inflation expectations compiled by Uni of Michigan revised slightly down to >1-year low of 3.4% in Feb  + US PCE rose by US$91bn or 0.4% MoM in Dec, up 2.9% YoY  + US industrial production up 0.7% MoM in Jan   + US consumer spending up 0.4% MoM in Dec, or US$91bn, led by higher spending on housing and utilities, recreation services  + US personal income rose 0.3%...

  Before I go for my CNY break. I took a small position in Tai Sin Electric. I find the business attractive due to its strong competitive advantages. It is a unique data centres, electrification and construction play combined. This old school company pulls the levers of our digital economy. Below are my thoughts. (Image credit: Tai Sin Electric) 1.) Tai Sin is the largest cable and wire company in Singapore.  2.) They supply cables to 70% of data centres in Singapore. 3.) Tai Sin Electric’s businesses are anchored on the construction boom in Singapore. Over the next few years with mega projects like T5, MRT, MBS, RWS 2.0 providing opportunities for Tai Sin Electric. Ten of thousands of kilometres in cables and wires will be needed. 4.) A play on Malaysia data centres with a strong presence in Malaysia and Vietnam.  5.) Capable and experience management in place. 6.) Stock is trading at 1.1x p/b with a 4.4% dividend yield at time of writing. 7.) There was a renewed push in...

  (Free image credit: Freepik.com) I hereby wish all my readers a horse-picious Lunar New Year. May you have a blessed year of the horse. Lone Wolf Investor will be taking a 2 week break during CNY. I will be back for the month-end portfolio update. God Bless. Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we ...